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Peak Retirement Planning - Q1 2026 13F Filings

PE

Peak Retirement Planning, Inc.

CIK: 0002056697
Address: Ohio Columbus 3600 Olentangy River Rd Building 501
$501.49 M
Portfolio Value
152
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. TIPX Spdr Bloomberg 1-10 Year Tips Etf
+$17.62 M
2. XLV Health Care Select Sector Spdr Fund
+$12.49 M
3. SGOV Ishares 0-3 Month Treasury Bond Etf
+$9.59 M
4. VB Vanguard Small-Cap Etf
+$7.53 M
5. VBK Vanguard Small-Cap Growth Etf
+$5.85 M

Top Sells

Q1 2026
1. GLDM Spdr Gold Minishares Trust Of Beneficial Interest
−$15.21 M
2. QQQ Invesco Qqq Trust Series I
−$10.65 M
3. XLRE Real Estate Select Sector Spdr Fund
−$10 M
4. VOO Vanguard S&P 500 Etf
−$3.79 M
5. PANW Palo Alto Networks
−$2.85 M

Asset Allocation

Stocks/ETFs
+17.43%
$501.27 M 99.96%
Options
$0 0.00%
Debt
$0 0.00%
Other
-7.75%
$216,375 0.04%

Sector Allocation (Stocks)

Peak Retirement Planning Q1 2026 Filing Summary

Peak Retirement Planning, Inc. filed its 13F report for Q1 2026 on May 11, 2026. The portfolio totaled 501.49 M reflecting a +17.41% change from the prior quarter, spanning 152 assets. The top 10 holdings comprised 43.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 22 new positions and 13 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Peak Retirement Planning’s Q1 2026 Filing

Peak Retirement Planning submitted their Form 13F-HR for the Q1 2026 period on 05/11/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Peak Retirement Planning reported a managed portfolio value of 501.49 M, consisting of 152 individual positions.

This page displays the raw filing documents. To see which stocks Peak Retirement Planning bought or sold during Q1 2026, please visit Peak Retirement Planning's Portfolio Analysis page.